๐ŸŒถ๏ธ Hot Fudge Sunday for 2025-10-19

Last Week

NexusTek published The Cybersecurity Awareness Month Challenge: Can Your Team Pass This Real-World Test?

NexusTek Earns CRNโ€™s 2025 Triple Crownโ€“Honored for Growth, Innovation, and Technical Excellence

This Week

Work travel picks up again this week and through end of year.


Hot Fudge Daily Digest


๐Ÿ“ˆ Markets Monday for 2025-10-13

My screener is getting closer to my legacy Yahoo version (51 stocks!). Today saw a significant rally across several key technology sectors. Quantum computing, digital currency miners, semiconductors, and energy technology were the standout themes, with numerous companies posting significant gains.

SymbolCompany Name% Change
BEBloom Energy Corp20.96%
RGTIRigetti Computing Inc20.01%
POWIPower Integrations Inc19.72%
QBTSD-Wave Quantum Inc18.71%
CIFRCipher Mining Inc16.57%
IONQIONQ Inc13.94%
SNDKSanDisk Corp13.15%
BTDRBitdeer Technologies Group13.06%
QUBTQuantum Computing Inc11.37%
HUTHut 8 Corp11.28%
RUNSunrun Inc11.20%
YELPYelp Inc10.52%
ARMArm Holdings PLC - ADR9.96%
GRNDGrindr Inc9.67%
SYMSymbotic Inc9.57%
ASTSAST SpaceMobile Inc9.36%
SOUNSoundHound AI Inc9.30%
ENTGEntegris Inc9.00%
AVGOBroadcom Inc8.99%
MKSIMKS Inc8.85%
ONON Semiconductor Corp8.72%
AMSCAmerican Superconductor Corp8.66%
PONYPony AI Inc8.56%
MARAMARA Holdings Inc7.86%
BMNRBitmine Immersion Technologies Inc7.70%
VSHVishay Intertechnology Inc7.68%
RMBSRambus Inc7.67%
AIC3.ai Inc7.54%
CRDOCredo Technology Group Holding Ltd7.38%
TSMTaiwan Semiconductor Manufacturing Co Ltd7.34%
AMKRAmkor Technology Inc7.22%
LITELumentum Holdings Inc6.82%
IRENIREN Ltd6.81%
GDSGDS Holdings Ltd - ADR6.80%
CGNXCognex Corp6.77%
CLSCelestica Inc6.64%
HPQHP Inc6.58%
MBLYMobileye Global Inc6.32%
HSAIHesai Group - ADR6.29%
ONTOOnto Innovation Inc6.26%
MCHPMicrochip Technology Inc6.18%
VSATViasat Inc5.99%
KCKingsoft Cloud Holdings Ltd5.96%
PINSPinterest Inc5.79%
MUMicron Technology Inc5.79%
SWKSSkyworks Solutions Inc5.74%
DOCNDigitalOcean Holdings Inc5.67%
VRTVertiv Holdings Co5.58%
ASXASE Technology Holding Co Ltd5.54%
ALGMAllegro MicroSystems Inc5.44%
CIENCiena Corp5.36%
FORMFormFactor Inc5.31%
NXPINXP Semiconductors NV5.23%
TERTeradyne Inc5.07%
QCOMQualcomm Inc5.06%

๐Ÿ”ฅ Hot Takes Tuesday for 2025-10-14

๐Ÿ’ฐ Funding continues to favor AI flavor

  • ClaimSorted (AI for insurance claims): $13.3M
  • Glue (AI-first Slack competitor): $20M
  • Flow Engineering (AI-native collaborative hardware development): $23M
  • Dezerv (AI-augmented wealth management startup): ~$40M
  • Dexory (AI-optimized autonomous warehouse robots): $165M
  • Oura (AI-insights wearables): $900M

๐Ÿคช Wacky Wednesday for 2025-10-15

First, a wacky wonderful video. Second, a wayback nostalgia moment. Third, a whoa things are changing fast.

Wacky

Gboard ใƒ€ใ‚คใƒคใƒซใƒใƒผใ‚ธใƒงใƒณ / Gboard Dial Version

  • Engineering
  • Enjoyment
  • Delight

Wayback

Thinking Machines Corporation Founded

  • Founded in 1983
  • Pioneers in supercomputing
  • One of the early .com domains

Whoa

Spyglass: Spotify & Netflix Gun for YouTubeโ€™s Eyeballs

  • User-generated content (UGC)
  • Streaming
  • Partners

๐Ÿ”™ Throwback Thursday for 2025-10-16

5 Years Ago: October 16, 2020

On this day five years ago, iPhone democratized lidar and 5G connectivity. Social media platforms scrutiny intensified leading up to the U.S. presidential election. The pandemicโ€™s influence had shifted remote knowledge work and boosted the fortunes of streaming and collaboration software while some knowledge work companies experimented with return to office.

10 Years Ago: October 16, 2015

A decade back, the industry was still processing the โ€œunicornโ€ era that was in full swing, with private tech companies achieving sky-high valuations via funding feats that defied economic gravity (reality?). On the consumer front, enthusiasts of drone technology learned they would be required to register their drone with the U.S. Department of Transportation.

15 Years Ago: October 16, 2010

Fifteen years ago, the โ€œapp economyโ€ was just beginning to explode with Appleโ€™s App Store crossing 300,000 apps (today that number is +2M!). One of those apps launched a few weeks prior as โ€œBurbn Betaโ€ as a simple photo-sharing app that received around 25,000 downloadsโ€ฆ now called Instagram (today that number is ~4B downloads).


โœ… Final Thoughts Friday for 2025-10-17

Ping. Power. Plate. This was the appeal of a data center.

The biggest story of the week was the $40B acquisition of ping, POWER, and plate represented by Aligned Data Centers.

An investment consortium of BlackRock, GIP, MGX, NVIDIA, xAI, and Microsoft in a deal to buy data centers capable of delivering up to 5GW of power is a clear signal that the AI physical infrastructure is some of the most valuable real estate on the planet but not because of square footage or views of the city, mountains, or a body of water. Rather, $8M/MW, is less about the cost of land and buildings and more about securing a vast and strategic portfolio of power capacity that is essential to energize hardware that supports AI workloads.


๐Ÿ”ฎ Sneak Peak Saturday for 2025-10-18

Once again, we sift through the digital aftermath of a Friday news cycle to find the story that was meant to be a footnote, not a headline. This weekโ€™s selection is from Googleโ€™s 5+ year saga to end third-party cookies with the Privacy Sandbox initiative.

Paradoxically, it will be Googleโ€™s Privacy Sandbox and key technologies going away after years of regulatory debates followed by detours. So, enjoy those not-quite-dead-yet third-party cookies with a nice tall glass of spilled privacy milk. ๐Ÿช๐Ÿฅ›


#OpenToWork Weekly

I participated in a #NeverSearchAlone #JSC after rebooting Cuthrell Consulting and joining NexusTek.

I added those #OpenToWork from my LinkedIn network to this newsletter. Over time, weโ€™ve grown an Alumni ๐ŸŽ‰ section for those that transitioned to their next career adventure.

Alumni ๐ŸŽ‰

Those in my network that are #OpenToWork:


View this page on GitHub.

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